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MQ News

Nurturing Resilient & Rewarding Client Relationships in a Rapidly Changing Environment

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Apr 15, 2022

The MQ Research Consortium recently updated a 15-year-old study to explore how demographic shifts, economic uncertainties, environmental threats, political transitions, global unrest, and a worldwide pandemic have forever altered the needs and expectations of financial planning clients. The key question explored was, “Have the factors that foster higher levels of client trust and commitment changed over time?” At the 2022 MQ Retreat, lead researchers Carol Anderson, M.S., and Deanna Sharpe, Ph.D., will present the results and discuss the implications of this groundbreaking study.
In addition, notable scholars and practitioners will use this information as a springboard for sharing insights and knowledge that will equip you to meet current challenges and to serve as beacons in the lives of your clients for many years to come:
  • Amy Mullen, CFP®, President – Money Quotient, Inc.
  • Timi Joy Jorgenson, Ph.D. – Assistant Professor and Director of Financial Education & Well-Being at American College
  • Meghaan Lurtz, Ph.D. – Lecturer; Writer and Senior Research Associate, kitces.com
  • MQ Implementation Program Consultants
  • MQ Advisory Board Members
MORE INFO/REGISTER

Community Updates

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DEI Article Featuring MQ Partner Laura Barry, CFP®

Apr 15, 2022

We love seeing our MQ Partners in the news. In a recent FA Magazine article,…

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MQ President Amy Mullen, CFP® Speaks on Belief Systems

Apr 15, 2022

On April 21 at 8:00 am PT / 11:00 am ET, MQ President Amy Mullen,…

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Trending Online Links

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The Empathetic Future of Financial Advice

Apr 15, 2022

In a recent episode of the "Standard Deviations" podcast, Dr. Meghaan Lurtz discusses "The Empathetic…

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Help Your Clients Make the Most of Their Regrets

Apr 15, 2022

MQ's Brenna Baucum, CFP®,discusses Daniel Pink's latest book on regret and how acknowledging client regret…

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Did You Know

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Updates to MQ Education Archive

Apr 15, 2022

Earlier this week, MQ Partners received an email sharing changes we made to our MQ Education Archive: a new directory, plus a new lineup of webinars to continue your learning. You can download this MindMap to guide you through the changes. Don’t forget to catch the webinars in red before they are removed on April 29!

 

Upcoming MQ Fundamentals

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8 Jun

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Registration has closed for the June training.

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Upcoming Events

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3 May
Webinar

Introduction to Money Quotient

Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!

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5 May
Webinar

Meet the Author: Janine Firpo

Join us for a discussion with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World (2021).

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Latest from the MQ Blog

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How Financial Planners Can Support Behavior Change

Apr 29, 2022

  In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…

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Help Your Clients Make the Most of Their Regrets

Mar 30, 2022

In his latest book, The Power of Regret: How Looking Backward Moves Us Forward, Dan…

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Assessing the Value of “Functional Quality” in Designing Financial Planning Engagements

Feb 25, 2022

In our Money Quotient training programs and research projects, we frequently refer to the groundbreaking…

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